Item E1
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CM
ounty of onroe
BOARD OF COUNTY COMMISSIONERS
Mayor Heather Carruthers, District 3
Mayor Pro Tem George Neugent, District 2
TheFloridaKeys
Danny L. Kolhage, District 1
David Rice, District 4
Sylvia J. Murphy, District 5
County Commission Meeting
September 8, 2016
Agenda Item Number: E.1
Agenda Item Summary #1893
BULK ITEM: DEPARTMENT:
No Waste Water
TIME APPROXIMATE:STAFF CONTACT:
Tina Losacco (305) 289-6051
5:05 PM PUBLIC HEARING
AGENDA ITEM WORDING:
Approval of a resolution to continue the imposition of wastewater
assessments for all previously approved assessment rolls including East & West Long Key; No
Name Key; Middle/Big Torch Key; Expanded Parcels within Cudjoe Regional; Cudjoe Regional
Inner & Outer Island including Supplemental; Big Coppitt and Duck Key & Supplemental; and, the
Stock Island service areas. The administrative cost associated with the imposition of wastewater
assessments is paid from the collection of the annual assessments.
ITEM BACKGROUND:
The annual rate resolution sets the amount to be collected from each
assessed property on its tax bill for the tax year for each of the previously approved assessment
areas. The rate in each area is detailed in the body of the proposed resolution and is based upon the
amount of the initial assessment and the financing assumptions approved by the BOCC in the
original assessment resolutions. The amounts of the annual collections are unchanged from previous
years. Adoption of an annual rate resolution is required by County Ordinance 027-2003.
PREVIOUS RELEVANT BOCC ACTION:
On July 15, 2003, the BOCC enacted Ordinance No. 027-2003 to authorize the imposition of special
assessments to fund the cost of wastewater treatment capacity.
Collection of annual assessments began for the Stock Island Service Area for the 2004 tax year via
Resolution 265-2004. Collection of annual assessments for the Big Coppitt and Duck Key Service
Areas began for the 2007 tax year via Resolution 302-2007. Collection of annual assessments began
for the Cudjoe Regional Centralized Inner Islands for the tax year 2012 via Resolution 197-2012.
Collection of annual assessments began for the Cudjoe Regional Centralized Outer Islands for the
tax year 2013 via Resolution 198-2012. Collection of annual assessments began for East/West Long
Key and No Name Key and Middle/Big Torch Key and Expanded Parcels within Cudjoe Regional
wastewater service area for the 2015 tax year via Resolution 185-2015.
CONTRACT/AGREEMENT CHANGES:
Annual Rate Resolution
STAFF RECOMMENDATION:
Approval
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DOCUMENTATION:
2016 WW Rate Resolution stamped
FINANCIAL IMPACT:
Effective Date:
09-01-2016
Expiration Date:
08-31-2017
Total Dollar Value of Contract:
$48,000.00 (admin. Cost of contract for tax roll certification)
Total Cost to County:
$48,000.00
Current Year Portion:
$34,500.00
Budgeted:
Yes
Source of Funds:
annual assessments
CPI:
N/A
Indirect Costs:
Staff time to review tax rolls
Estimated Ongoing Costs Not Included in above dollar amounts:
Revenue Producing: Yes If yes, amount: $2.7million/year - estimate
Grant:
N/A
County Match
: N/A
Insurance Required:
N/A
Additional Details:
$2.7million revenue estimate depends upon the number of wastewater
assessment payoffs during the year.
REVIEWED BY:
Kevin Wilson Completed 08/19/2016 3:54 PM
Cynthia Hall Completed 08/21/2016 4:56 PM
Kathy Peters Completed 08/22/2016 10:48 AM
Board of County Commissioners Pending 09/08/2016 5:05 PM
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RESOLUTION NO. - 2016
A RESOLUTION OF THE BOARD OF COUNTY COMMISSIONERS OF MONROE COUNTY,
FLORIDA, CONTINUING THE ASSESSMENTS OF WASTEWATER SERVICE TO PROPERTIES
IN THE BIG COPPITT, DUCK KEY, STOCK ISLAND, THE CUDJOE REGIONAL CENTRALIZED
INNER AND OUTER ISLAND SERVICE AREAS, EAST/WEST LONG KEY, NO NAME KEY,
MIDDLE/BIG TORCH KEY, AND EXPANDED PARCELS WITHIN THE CUDJOE REGIONAL
SERVICE AREA FOR THE 2016 TAX YEAR; AND PROVIDING AN EFFECTIVE DATE.
WHEREAS
, Section 20-164 of the Monroe County Code provides that the Board of County
Commissioners will adopt an annual rate resolution during its budget adoption process for each fiscal year
following the initial fiscal year of a wastewater assessment; and
WHEREAS
, the Board of County Commissioners of Monroe County, Florida has enacted
Ordinance No. 027-2003 relating to the provision of wastewater service and facilities in Monroe County,
Florida and authorizing the imposition and collection of wastewater assessments against property; and
WHEREAS
, the Board of County Commissioners of Monroe County, Florida adopted
Resolution 261-2004 relating to the provision of wastewater service to properties in the Stock Island
Service Area, describing the capacity reservation fee, collection costs, and the other terms and conditions
of the non-ad valorem annual wastewater assessments; and
WHEREAS
, the Board of County Commissioners of Monroe County, Florida adopted
Resolution 265-2004 that imposed a special assessment to collect Capacity Fees from certain parcels
within the Stock Island Service Areas to fund that portion of the capital cost of the wastewater facility
being assessed to each owner up to a maximum of $2,7
wherein the number of EDUs for residential properties was assessed based on the number of residential
units for that Tax Parcel as determined by the Property Appraiser at the time of the adoption of Resolution
265-2004 and the number of EDUs for non-residential properties was based on water consumption; and
WHEREAS
, the Stock Island Assessments have been imposed annually since 2004 to recover
Capacity Reservation Fees advanced by Monroe County on behalf of certain parcels within the Stock
Island Service Area; and
WHEREAS
, the Board of County Commissioners of Monroe County, Florida adopted
Resolution 264-2007 relating to the provision of wastewater service to parcels in the Big Coppitt and
Duck Key Service Areas, describing the system development fee, collection costs, and the other terms and
conditions of the non-ad valorem annual wastewater assessments; and
WHEREAS
, the Board of County Commissioners of Monroe County, Florida adopted
Resolution 302-2007 that imposed a special assessment to collect System Development Fees from certain
parcels within the Big Coppitt and Duck Key Service Areas to fund that portion of the capital cost of the
wastewater system being assessed to each owner up to a maximum of $4,500 per EDU, wherein the
number of EDUs for residential properties was assessed based on the number of residential units for that
Tax Parcel as determined by the Property Appraiser at the time of the adoption of Resolution 302-2007
and the number of EDUs for non-residential properties was based on water consumption; and
WHEREAS
, the Big Coppitt Assessments have been imposed annually
since 2007 to pay a portion of the debt service on Obligations issued in connection with the construction
of Wastewater Collection and Treatment Facilities within the Big Coppitt Service Area; and
WHEREAS
, the Duck Key Assessments have been imposed annually since 2007 to fund
construction of a portion of the Duck Key Wastewater Treatment Facility; and
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WHEREAS
, the Board of County Commissioners of Monroe County, Florida adopted
Resolutions 173-2012, 174-2012, 154-2013, 155-2013, 156-2013, and 157-2015 relating to the provision
of wastewater service to properties in the Cudjoe Regional Centralized Service Area, describing the
System Development Fee, collection costs, and the other terms and conditions of the non-ad valorem
annual wastewater assessments; and
WHEREAS
, the Board of County Commissioners of Monroe County, Florida adopted
Resolutions 197-2012, 198-2012, 184-2013, 185-2013, and 186-2013 that imposed a special assessment
to collect System Development Fees from certain parcels within the Cudjoe Regional Centralized Service
Area to fund that portion of the capital cost of the wastewater facility being assessed to each owner up to
a maximum of $4,500 per EDU, wherein the number of EDUs for residential properties was assessed
based on the number of residential units for that Tax Parcel as determined by the Property Appraiser at
the time of the adoption of Resolutions and the number of EDUs for non-residential properties was based
on water consumption; and
WHEREAS
, assessments on properties within the Cudjoe Regional Centralized Service Area
have been imposed annually since 2012 to pay a portion of the debt service on Obligations issued in
connection with the construction of and the wastewater system; and
WHEREAS
, the Board of County Commissioners of Monroe County, Florida adopted
Resolution 157-2013 relating to the provision of wastewater service to supplemental parcels in the Big
Coppitt and Duck Key Service Area, describing the System Development Fee, collection costs, and the
other terms and conditions of the non-ad valorem annual wastewater assessments; and
WHEREAS
, the Board of County Commissioners of Monroe County, Florida adopted
Resolution 212-2013 that imposed a special assessment to collect System Development Fees from certain
supplemental parcels within the Big Coppitt and Duck Key Service Area, to fund that portion of the
capital cost of the wastewater facility being assessed to each owner up to a maximum of $4,500 per EDU,
wherein the number of EDUs for residential properties was assessed based on the number of residential
units for that Tax Parcel as determined by the Property Appraiser at the time of the adoption of Resolution
212-2013 and the number of EDUs for non-residential properties was based on water consumption; and
WHEREAS
, the Assessments on the supplemental parcels within the Duck Key Service Area
have been imposed annually since 2013 to fund construction of a portion of the Duck Key Wastewater
Treatment Facility; and
WHEREAS
, the Board of County Commissioners of Monroe County, Florida, adopted
Resolution 157-2015, relating to the provision of wastewater service to parcels on East/West Long Key,
No Name Key, Middle/Big Torch Key, and Expanded Parcels within Cudjoe Regional Wastewater
Service Area; and
WHEREAS
, the Board of County Commissioners of Monroe County, Florida adopted
Resolution 185-2015 that imposed a special assessment to collect System Development Fees from certain
parcels within East/West Long Key and No Name Key and Middle/Big Torch Key to fund that portion of
the capital cost of the wastewater facility being assessed to each owner up to a maximum of $4,500 per
EDU, wherein the number of EDUs for residential properties was assessed based on the number of
residential units for that Tax Parcel as determined by the Property Appraiser at the time of the adoption of
Resolution 185-2015 and the number of EDUs for non-residential properties was based on water
consumption; and
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WHEREAS
, assessments on properties within East/West Long Key and No Name Key and
Middle/Big Torch Key and Expanded Parcels within the Cudjoe Regional Wastewater Service Areahave
been imposed annually since 2015 to pay a portion of the debt service on Obligations issued in connection
with the construction of and the wastewater treatment system; and
WHEREAS
, Section 2.02 of Resolution 261-2004 established the assessment term for Stock
Island to be 5, 10 or 20 years; and
WHEREAS
, the 10 year assessment term for Stock Island expired in 2013 and the 20 year
assessment term for Stock Island will expire in 2023; and
WHEREAS
, Section 2.02 of Resolution 264-2007 established the assessment term for Big
Coppitt and Duck Key to be 20 years; and
WHEREAS
, Section 2.02 of Resolution 173- 2012 established the assessment term for Cudjoe
Regional Centralized Inner Islands to be 20 years; and
WHEREAS
, Section 2.02 of Resolution 174- 2012 established the assessment term for Cudjoe
Regional Centralized Outer Islands to be 20 years; and
WHEREAS
, Section 2.02 of Resolution 154-2013 established the assessment term for the
Cudjoe Regional Centralized Inner Islands Service Area supplemental parcels to be 20 years; and
WHEREAS
, Section 2.02 of Resolution 155-2013 established the assessment term for the
Cudjoe Regional Centralized Outer Islands Service Area supplemental parcels to be 20 years; and
WHEREAS, Section 2.02 of Resolution 156-2013 established the assessment term for parcels in
Venture Out to be 20 years; and
WHEREAS
, Section 2.02 of Resolution 157- 2013 established the assessment term for the Big
Coppitt and Duck Key Service Area supplemental parcels to be 20 years; and
WHEREAS
, Section 2.02 of Resolution 157- 2015 established the assessment term for
East/West Long Key and No name Key and Middle/Big Torch Key and Expanded Parcels within Cudjoe
Regional to be 20 years; and
WHEREAS
, the annual assessment revenue is necessary to repay debt obligations and capital
construction costs; and
WHEREAS,
assessment rolls have been approved by the Board of County Commissioners as
part of each of the above-referenced resolutions
NOW THEREFORE, BE IT RESOLVED BY THE MONROE COUNTY BOARD OF COUNTY
COMMISSIONERS, FLORIDA, AS FOLLOWS:
Section 1.0 The non-ad valorem annual assessment will be levied at a rate of $207.73 for those property
owners who elected to pay the Capacity Reservation Fee over 20 years as previously noticed for the Stock
Island assessment program.
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